Karthik Sankaran

Basically, Asia is Jane Eyre and the Middle East is the first Mrs. Rochester, except that the film is really Groundhog Day.

Trump Occasionally Redefines Threats Into Limited, Lighter Asks.

Trump's ‘move fast and break things’ war slams into economy South Asian and Gulf countries may get hit particularly hard, mostly on energy, remittances, and agriculture. Here's how.

In which I talk about the impact of this war on the Global South, particularly Asia, and squeeze in the term “Hegemonic Destabilzer” at the very end. responsiblestatecraft.org/war-ian-glob...

This is really an all-points alert.

Have you read this timeless classic of Globalist Airport Salaryman Pulp (GASP) Literature, Duncan? If not, you must. Immediately.

The reaction of oil markets in early March 2026 to the prospect of a closure of the Straits Of Hormuz will likely go down in the books as an example of an Eminently Knowable Yet Somehow Unknown Known.

Its feels like a good part of the last year can be described as a one eyed person with tunnel vision playing whack-a-mole with the tools of economic coercion.

I am slowly working on a thesis for why the US is dogshit at scaling up cleantech and, frankly, I think it's going to make nobody happy??

There should be a class of consequences that are neither intended nor unintended, but simply utterly effing clueless.

JPM: Supply disruptions in the Gulf are accelerating faster than expected as storage constraints begin to force upstream shut‑ins across the region. Seven days into the conflict, we estimate about 2.5 mbd of shut‑ins...Another wave of cuts looks imminent as producers approach storage tops.

You know what countries dislike more than imports of cheap technologically advanced manufactures that add to consumer surpluses but hurt domestic producers and complexity gains—raising the cost of imported food, energy & fertilizers and massively increasing local geopolitical risks on a total whim!

Perhaps leading here? bsky.app/profile/raja...

Trump Occasionally Redefines Threats Into Limited, Lighter Asks.

As someone who routinely mocks permabullish clickbait oil forecasts, I want to be exceptionally clear:

Crude WILL go to $200/bbl, en route higher, unless traffic through the Strait resumes.

Not clickbait, but rather brutal physics and necessary economic incentives.

bsky.app/profile/raja...

You fools! Did you ever think to ask why he was named Brent Scowcroft???

Dunno, but seems like an insurance response perceived to be insufficient will raise the price of oil making said insurance response even more insufficient?

This is MY creed.

Rocky 4 is a film in which James Brown sings living in America before a high-tech Drago kills Apollo Creed in an Vegas bout, which leads to Rocky choosing to train with medieval methods in a place that looks like he’s Solzhenitsyn’s neighbor in Vermont. It’s a reactionary US version of Slavophilia.

I’m good for about five of these a day.

I blame Rocky IV and 300.

He was misquoted. Actually, Kevin was referring to one particular U.S. Job and he said “On net, I was almost a Warsh.”

A 100th Birthday means Long Duration!

Box Set here.

move slow and repair things

Thank you!

Merz Warns of Economic Damage Due to ‘Endless’ War Against Iran German Chancellor Friedrich Merz warned the US and Israel against waging an “endless war” against Iran that could lead to the disintegration of the whole Middle Eastern state, a new migration crisis i...

Fascinating to watch 🇫🇷, then 🇬🇧, then 🇮🇹, now 🇩🇪 start to acknowledge what 🇪🇸's government recognised from the very start: the Trump-Netanyahu war on Iran is a reckless intervention conducted without regard for rules of war and without a strategy for what comes next.

www.bloomberg.com/news/article...

bsky.app/profile/raja...

Knife the Mack?